Compare · 4 funds side by side · dividends reinvested

VIG, WCEO, JEPQ and CGDV

VIGVanguard×WCEOHypatia Capital×JEPQJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

VIG, WCEO, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M2.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VIG 2006 · WCEO 2023 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$17,005

VIG

WCEO

Hypatia Women CEO ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

VIGMeasureWCEO

+16.4%Year to dateJan 1 → Nov 4+20.9%

+18.9%1 yearTotal return+24.1%

+20.6%3 years · per year$10,000 became $17,533 · $17,452+20.4%

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.44%Trailing 12-mo yield$144 · $53 a year on $10k0.53%

−7.9%Worst dropSmaller is better−7.3%

10.2%VolatilityLower is calmer13.8%

VIGWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs WCEO: Top 5 Holdings

Today

VIG

22.1%in top 5

WCEO

in top 58.3%

VIGStockWCEO

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5SEI1.7%

not top 5KMI1.7%

not top 5MPC1.7%

not top 5INSW1.6%

not top 5CLX1.6%

Held in common4.8%

End-of-day Nov 4, 2026 · share of each fund

VIG vs WCEO Returns, Every Period

VanguardVIG

+18.9%

past year

WCEOHypatia Capital

+24.1%

past year

VIGWCEOFaded: behind in that period

1–2WCEO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+16.4%

JEPQJ.P. Morgan

+8.5%

+16.4%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.2%Volatility · 1Y15.5%

1.4%Yield12.2%

$109BAssets$41.8B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCEO, JEPQ, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VIG, WCEO, JEPQ, CGDV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.44%$144

CGDV1.22%$122

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VIG, WCEO, JEPQ, CGDV

Today

29.4%most shared, VIG and CGDV

VIGWCEOJEPQCGDV

VIG—4.8%26.3%29.4%

WCEO4.8%—1.3%0.7%

JEPQ26.3%1.3%—28.9%

CGDV29.4%0.7%28.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.1%WCEO, at 13.8% volatility

VIGWorst drop−7.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

WCEOWorst drop−7.3%13.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCEO

+8.5%Year to date+20.9%

12.2%Yield0.5%

+9.3%Past year+24.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026